$Broadcom(AVGO)$ Holding pays off! As the core partner for Google's TPUs, AVGO dominates AI infrastructure from design to connectivity. With 100%+ gains in previous years, this year's 70% run is just warming up. Kicking myself for missing the contra688 boost though! Still bullish.
$MP Materials Corp.(MP)$ As the US and Europe push for supply chain independence, rare earths are in the spotlight! MP, as the North American leader with a full supply chain, is well-positioned. Cost optimization is set to boost profit margins – its premium valuation story is just unfolding.
$Health Care Select Sector SPDR Fund(XLV)$ Got lucky with XLV this round—healthcare’s steady performance and strong defensive edge paid off. A modest profit feels great! Hope everyone rides the trend and locks in steady gains too!
$XPeng Inc.(XPEV)$ posted a steady $445 gain in one day, signaling a rebound in the EV sector. The position climbed from $17.81 to $18.44, marking a 3.5% daily increase and $445.98 in profits. This trade reflects positive market expectations for a recovery in deliveries among new energy vehicle makers.
$NIO Inc.(NIO)$ After $Li Auto(LI)$ announced the 60-day payment policy to support industry partners, word is NIO is internally aligning to follow suit. Official announcement likely coming this afternoon. Great to see the EV industry pushing for healthier development!
$Alphabet(GOOGL)$ just dropped a bombshell! DeepMind launched a new AI agent called AlphaEvolve that can design advanced algorithms. And get this，it tackled a 300-year-old math problem Newton himself debated: the kissing number problem. AlphaEvolve found a structure with 593 spheres touching a central one in 11-dimensional space, setting a new lower bound. Insane. This isn’t just code，it’s pushing the limits of math itself. GOOGL flexing real AI muscles here. If this isn't long-term value, what is?
$ProShares Short QQQ(PSQ)$ Super impressed with the returns! Didn’t even touch my principal and the profits just rolled in. The Cash Boost Account is seriously worth trying, making money doesn’t always have to be hard!
$Hawaiian(HE)$ Driven by the clean energy transition and increasing focus on grid resilience, the utility sector is undergoing a major transformation. Hawaiian Electric is proactively enhancing its wildfire mitigation strategies, implementing public safety power shutoff programs and advanced grid hardening initiatives, aligning well with the industry’s push for greater safety and reliability. With a steady and strategic management approach, the company appears to be on the right track. Looking solid—definitely one to watch!